In a contact based workflow, we are creating a new deal that is associated to the enrolled contact. We would like to create a note and attach it to the newly created deal from the workflow. We only have the option to attach it to the enrolled contac read more

In the customer portal, we respond from a Customer Care HubSpot account where the first name of the account is Customer and the last name is Care. So when we respond to a customer's message from the customer portal in the Help Desk, the response nam read more

In the customer portal, we respond from a Customer Care HubSpot account where the first name of the account is Customer and the last name is Care. So when we respond to a customer's message from the customer portal in the Help Desk, the response nam read more